Posts Tagged: Balanced portfolios

Kent Kramer

Balance: a state of equilibrium or equipoise; equal distribution of weight, amount, etc. Traditionally, investors are advised to balance their portfolio between stocks and bonds to manage risk and return, a two-variable exercise. However, in working with individuals, families and institutions, this two-dimensional approach to portfolio management neglects a third, equally crucial consideration, a well-defined and, wherever possible, quantifiable set of personal goals. Read More